Our Strategic Partners

Advisory Accounts Custodian

Charles Schwab

Charles Schwab & Co., Inc.
P.O. Box 2912
Phoenix, AZ 85062-2912

T.D. Ameritrade Institutional

1 Plaza Four A
Jersey City, NJ 07311

Estate Planning Attorney

Mr. Jay Elsenberg

Chair, Trusts + Estate Department
Shulman Rogers
12505 Park Potomac Avenue
6th Floor
Potomac, MD 20854

Accountant / CPA

Mr. Brad Mendelson

Mendelson + Mendelson, Certified Public Accountant
12505 Park Potomac Avenue
Suite 250
Potomac, MD 20854

Mr. David Butler and
Mr. Heath Chavis

Rosenbloom and Butler CPAs, P.C.
1455 Research Boulevard
Suite 510
Rockville, MD 20850

We are listing our strategic partners as a courtesy. Please note, these partners are not affiliated entities and we cannot guarantee their products or services.

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